Qualifications
Why do business with John Coleman and Coleman Advisory, LLC
- CERTIFIED FINANCIAL PLANNER TM, (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Working with clients since 1981 in all areas of the financial services industry.
- John is, a veteran, American Legion member and former Lieutenant in the United States Coast Guard (USCG).
- Attended Saint Leo University (2 years) and served on the Alumni Board as Chair of the Ad-Hoc Finance Committee. (2010-2015).
- Graduate of the University of South Florida with a BA in Business Management.
- John began his financial career as a retail Financial Advisor at Dean Witter (Morgan Stanley) in 1981. In addition, he has worked for several banks including First Union, Hancock Bank and Regions Bank providing financial guidance and investment solutions to clients.
- Former President and CEO of “Coleman Investment Services, Inc”. a Broker Dealer and Investment Advisory firm.
- Formerly held several senior executive positions:
- VP National Sales Manager with Xerox Life (annuities and single premium life insurance).
- SVP of Sales and Marketing with General American (now MetLife Brighthouse).
- VP Sales and Marketing and National Sales Manager for American Skandia (now Prudential).
- His experience includes:
- Extensive product development, sales and marketing, training, leading several nationwide wholesaling teams.
- Consulting:
- ForeThought Financial to build a distribution company.
- CUNA Mutual Group where he spearheaded an analysis and revamp of their 401k business.
- John has held senior leadership roles at Advantage Capital Partners (venture capital firm).
- Instructor: Retirement Planning Courses at the College for Seniors, Osher Lifelong Learning Institute (OLLI), University of North Carolina, Asheville (UNCA).
- Frequent speaker at various senior organizations.
- Authored article for "The Journal of Financial Planning".
- Former radio co-host "Retire Right" focused on retirement topics